Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEKBX (EQUITY INCOME FUND B CLASS) | NA | -5.79% | -1.97% | -1.19% | NA | NA | NA | … | … |
Data as of 09/30/2015, Common starting date is 10/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEKBX (EQUITY INCOME FUND B CLASS) | 10/04/2007 | 09/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | -5.79 | -1.97 | -1.19 | NA | NA | NA | … | … | -10.45 | 11.23 | 18.40 | 10.24 | 2.66 | 12.13 | 11.28 | -20.86 | 0.00 |
| Sharpe Ratio | NA | -0.84 | -0.30 | -0.19 | NA | NA | NA | … | … | -0.13 | 1.38 | 2.24 | 1.19 | 0.15 | 0.98 | 0.63 | -0.68 | -1.43 |
| Standard Deviation(%) | NA | 12.70 | 12.70 | 12.70 | NA | NA | NA | … | … | 12.70 | 8.12 | 8.19 | 8.61 | 17.34 | 12.25 | 17.80 | 32.08 | 0.00 |
| Draw Down(%) | NA | 12.21 | 12.21 | 12.21 | NA | NA | NA | … | … | 12.21 | 5.64 | 4.57 | 6.21 | 15.15 | 10.46 | 20.98 | 32.75 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/30/2015, Common starting date is 10/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEKBX (EQUITY INCOME FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEKBX (EQUITY INCOME FUND B CLASS) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart